Car Park

Attractive Group Hospitalisation Insurance

Insurance

Company Lunch

Company Trip

Laptop

Hybrid Working Hours

TWY Search International Sdn Bhd

Committed To Build Success Within Ourselves In Order To Provide Exceptional Services.
We will Service Our Clients And Candidates To The Best Of Our Abilities.
We Do This With Uncompromising Professionalism, Integrity And Business Ethics.

Mission Statement

Fun And Young Working Environment Fostering A Great Working Culture
Transparency - Being True To Ourselves
Open Concept - No Barrier Of Communication

Our Culture

<ul>
<li>Conduct comprehensive financial assessments to understand customers’ goals, priorities, risk appetite, and long-term financial needs. &nbsp;</li>
<li>Provide personalized financial advisory by recommending suitable wealth management and insurance solutions aligned with customers’ life stages and financial objectives. &nbsp;</li>
<li>Develop, strengthen, and retain long-term client relationships, acting as a trusted advisor throughout the customers’ financial journey. &nbsp;</li>
<li>Engage and acquire clients through multiple channels, including branch consultations, outbound calls, telemarketing, social media engagement, community events, and marketing roadshows. &nbsp;</li>
<li>Drive sales performance by consistently meeting or exceeding monthly sales targets, KPIs, and compliance standards established by the bank. &nbsp;</li>
<li>Ensure adherence to regulatory and internal compliance requirements, maintaining accurate documentation and delivering ethical, customer-focused advisory services. &nbsp;</li>
<li>Collaborate closely with branch teams and product specialists to deliver holistic financial solutions and enhance customer experience.</li>
</ul>

This job is for a Financial Services Executive at a top bank in Perak. You might like this job because it allows you to help people achieve their financial goals while building lasting relationships and working in a dynamic team environment.

Communication

Product Knowledge

Social Media

Client Services





-Conduct comprehensive financial assessments to understand customers’ goals, priorities, risk appetite, and long-term financial needs.
 


-Provide personalized financial advisory by recommending suitable wealth management and insurance solutions aligned with customers’ life stages and financial objectives.
 


-Develop, strengthen, and retain long-term client relationships, acting as a trusted advisor throughout the customers’ financial journey.
 


-Engage and acquire clients...

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